Matt Nickman
Analyst
Truist
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About Matt Nickman
Matt Nickman is recorded as Analyst at Truist. Matt Nickman has spoken on 3 earnings calls across 2 companies, most recently for Arista Networks, Inc. on August 4, 2026. Those appearances were for Arista Networks, Inc. (ANET) and Keysight Technologies, Inc. (KEYS). The companies whose calls Matt Nickman spoke on are classified in the Technology sector.
Matt Nickman on recent calls
“So they improved about 100% sequentially despite some higher costs. So, A, maybe Chantel, can you help us think about the tariff refund benefit in the quarter? And then just sequentially, was the lift more mix-related, or was there any sort of pricing relief that's flowing through to offset some of the higher costs?”
“I'm just wondering where you are with procuring enough supply to accommodate the robust demand. You're seeing any sort of supplier delays or decommits that you've seen.”
“So, I know we were sort of in that 62-ish range. They dipped about 170 bips year on year.”
Affiliation history
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Truist
Analyst
Transcript header (unverified)
Current
Company network
Scientific & Technical Instruments · Technology
1 appearance
Latest appearance 2026-05-19
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